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Growth is still good for them, but they had no net new customers last quarter. An early thing Jason wrote on SaaStr is that B2B lags B2C by about two years. If B2C rebounded back in 2023, that means 2025 might be a little easier for a lot of folks in classic B2B. They said they’ll only grow 17% next year. What happened?
If you have a very complicated product–for example you sell AWS or you sell Snowflake–those are infrastructure products. If you're generating something that's brand new, like a brand new category, nobody understands about it. Because that (abandonment) wouldn’t be a solid foundation to acquire more new users.
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